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27 Cost Of Inaction
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45
The slide uses a side-by-side layout to frame the opposition as unqualified while highlighting the incumbent board's strengths.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
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The slide uses a timeline-based table to highlight inconsistency in Pershing Square's demands (Board seats, CEO confidence, proxy extension).Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
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The slide uses a 'villain' framing to discredit Bill Ackman's claims regarding his firm's influence.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
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Uses a 'Pershing Assertion' vs 'Fact' structure to systematically debunk activist claims.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
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The slide highlights specific adjusted margin metrics with red dashed boxes to draw attention to the comparison.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
51
The slide uses a 'villain critique' approach to undermine the credibility of the activist investor by highlighting a lack of domain expertise.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
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The slide uses a comparison of fee structures to frame the subject's behavior as contradictory to shareholder interests.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
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The slide uses a 'villain critique' framing to undermine the credibility of an activist investor by highlighting past failures.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
54
The slide uses a bar chart to visually contrast the 29% return of Pershing Square against the 98% and 146% returns of the S&P 500 and ADP respectively.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
45
The slide uses a 'ceo-quote-contradiction' framework to highlight the gap between company rhetoric and actual financial performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide highlights that only peers with significant linear TV exposure and leverage issues have underperformed Disney.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Includes a quote from Disney's board as a counterpoint/context.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide uses a three-column structure to categorize the board's failures, culminating in a waterfall-style chart showing negative TSR.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
50
Uses a three-column structure to frame the critique: Objectivity, Focus, and Chairman capacity.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
51
Uses a combination of a comparative bar chart for ownership and a waterfall-style cumulative bar chart for stock sales.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide uses a 'report card' metaphor to frame board failures as objective performance deficits.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The chart uses a stacked bar format to show subscriber composition and a line graph for penetration, with a red arrow highlighting the recent decline.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
54
Uses a contrast-pairs framework to diagnose the root cause of Disney's streaming performance issues.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Uses a two-column comparison layout to juxtapose 'Situation' vs 'Reaction'.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Uses a 'villain' critique style to highlight management failures via quotes and news reports.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Uses a 4-column comparison table to systematically dismantle management's stated goals.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Uses a 'before-after' framing to highlight failed strategic promises.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Uses a quote from Robert Iger to highlight the conflict of interest.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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Uses a waterfall bridge to visualize the 'missing' EBIT between pro forma expectations and actual FY23 results.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
02
The slide is text-heavy, structured as a series of bulleted arguments.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Solventum Corporation (SOLV)Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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This is a formal activist letter serving as the cover/introductory page of a presentation deck.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
This is a text-heavy slide from an activist investor deck (Trian Partners) detailing the investment thesis and subsequent disappointment regarding Solventum.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit